Relationship Manager
Relationship Manager
Reports to: Director of Operations
Status : Exempt
Type : In-person
Responsibilities:
- Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
- Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
- Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
- Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
- Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
- Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
- Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
Skills and Experience:
- 3+ years recent industry experience (required)
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (required)
- Industry licensing (not required)
- Excellent interpersonal and communication skills
- Strong organizational and multitasking abilities
- Proficiency in financial software and tools
- Dedication to maintaining client confidentiality and trust
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